Succession Planning with Complex Estates

internal vs external in succession planning

RobertsLaw recommends you meet with one of our estate lawyers to find out if a Testamentary Discretionary Trust (a sophisticated Will) could meet your needs.

A properly constructed TDT can:

  • create separate trusts for different assets;
  • help reduce impact of taxation;
  • protect inheritances for children of a first and/or second marriage;
  • secure the financial future of beneficiaries with a disability;
  • secure the financial future of a child until he or she attains adulthood.

If you want to find out more, just ring Philip or Amanda or make an appointment.

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OUR CLIENT REVIEWS
I would like to thank you all for the outstanding legal service you have provided to me during such a challenging time. I was not aware of the complexities involved in managing a deceased estate and your guidance has been extremely effective. A special thanks ... for managing the conveyancing with its own special challenges and tight time-frames. I would highly recommend the services of RobertsLaw, a very professional, friendly and experienced team
Mrs C
Mrs CDeceased Estates & Conveyancing
I would like to say thank you for all the assistance and empathy that you have shown the whole family during the very stressful situation that we have found ourselves in over the past 8 months.
Mrs B
Mrs BFamily Law
Never having met each other face to face and having to conduct everything by phone or email, must have made this case more difficult for Philip than normal. I always felt completely confident in everything he did on my behalf. At all times he was extremely professional and his advise always sound and correct. He achieved the result I hoped for (and) I am very grateful.
Stephen B
Stephen BSuccession Law
Our late sister finalised her affairs with Amanda Tomlinson and her team at RobertsLaw. On returning home to New Zealand, RobertsLaw provided us outstanding support. We valued their services as matters were dealt with that came to hand when we could not be there. We would recommend RobertsLaw as we found them to be professional with client support at its best.
Mrs W
Mrs WWills & Deceased Estates
Thank you very much for your excellent work
Mr W
Mr WFamily Law
Thank you Amanda. Your clear and concise advice and correspondence has helped me to navigate this unknown territory.
Mr L
Mr LFamily Law
The case is now finally closed .. what a relief. We Would like to Thank You again for your tremendous contribution. A huge Thanks to Boyd who recommended your office.
Mr & Mrs R
Mr & Mrs RDeceased Estate
Roberts Law have been fantastic throughout the sale of my home. I have sold two properties this year and the ladies could not have made this process any smoother. Definitely a company to use for all your conveyancing needs.
R
RConveyancing
Amazing service!! Lauren took all my stress away and couldn't be more helpful!! 100% recommend, thankyou for all your hard work!
Mr & Mrs O
Mr & Mrs OConveyancing
Thankyou very much for all your work and patience. I really appreciate all you have done.
BE
BESuccession